Plante Moran Financial Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Plante Moran Financial Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,892	Closed	-$227K	–	958
2016 Q3	$227K	Hold	2,892	–	–	0.15%	105
2016 Q2	$223K	Hold	2,892	–	–	0.16%	105
2016 Q1	$218K	Hold	2,892	–	–	0.17%	99
2015 Q4	$203K	Hold	2,892	–	–	0.15%	107
2015 Q3	$194K	Hold	2,892	–	–	0.15%	108
2015 Q2	$213K	Buy	+2,892	New	+$220K	0.15%	107

Other funds holding AIVL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plante Moran Financial Advisors's AIVL Position: Q4 2016 in Review

Plante Moran Financial Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2016, closing a stake of 2,892 shares — an estimated $227K sold.

Plante Moran Financial Advisors first reported a position in AIVL in Q2 2015 and held it in 6 quarters. The position peaked at $227K in Q3 2016. 126 funds tracked by Wall St. Rank hold AIVL as of Q4 2016.

Plante Moran Financial Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2016 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,892 WisdomTree US AI Enhanced Value Fund shares in Q4 2016, an estimated $227K.
Plante Moran Financial Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2015 and held it in 6 quarters.
Plante Moran Financial Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $227K in Q3 2016.
126 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.